Tami HeinrichsCRD Number: 7024210
Current Firm: Onedigital Investment Advisors
Tami Heinrichs (CRD# 7024210) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 3 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Resources Investment Advisors||Overland Park, KS||May 2019 - Current||3|
|Osl, Inc.||Hastings, NE||Aug 2018 - Current||4|
|Lutz||Hastings, NE||May 2017 - Aug 2018||1|
|Mcdermott & Miller Pc||Hastings, NE||Jan 2011 - Apr 2017||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management101,682MILLIONS
Total Number of Accounts38,739ACCOUNTS
Average Account Value$2,624,785
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.